Adding a New Contract

Overview

Contracts define the scope, pricing, and billing terms for cleaning services provided to a client. Each contract can cover all of a client's sites or be specific to one location.

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Step 1: Navigate to the Client

Start from the client who needs the contract:

1. Click Clients in the sidebar menu
2. Click on the client's name to view their details
3. Scroll to the Contracts section
4. Click the Add Contract button

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Step 2: Enter Contract Details

Fill in the basic contract information:

Field	Description
Contract Title *	A descriptive name (e.g., "Monthly Office Cleaning", "Weekly Warehouse Service")
Contract Number	Auto-generated if left blank, or enter your own reference number
Contract Type	Recurring - Ongoing regular service One Time - Single job or project Retainer - Pre-paid service hours
Site	Select a specific site or leave as "All Sites" for company-wide contracts
Description	Scope of work, special terms, or service level agreements
Start Date *	When the contract begins
End Date	Leave empty for ongoing contracts, or set for fixed-term agreements

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Step 3: Configure Billing Details

Set up how the client will be charged:

Field	Description
Contract Value *	The total or periodic value of the contract
Rate Type	Fixed - Set price per billing period Hourly - Charged by time worked Per Square Meter - Based on area cleaned
Billing Frequency *	How often to invoice: Per Job, Weekly, Fortnightly, Monthly, Quarterly, or Annually
Currency	AUD (default), USD, or NZD
Tax Inclusive	Tick if the contract value includes GST/tax

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Step 4: Set Contract Status

In the right sidebar, configure administrative settings:

• Status - Draft, Pending Approval, or Active
• Auto Renew - Enable for automatic contract renewal
• Renewal Notice - Days before end date to send reminder (default: 30)
• Signed By - Name of the client's authorised signatory
• Signed Date - When the contract was signed

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Step 5: Save the Contract

Click Create Contract to save. The contract will appear in the client's contracts list where you can:

• View full contract details
• Edit terms and pricing
• Track contract status
• Create jobs linked to this contract